SIMPLIFY EXCHANGE TRADED FUN

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MTBA·82889N525·US·ETF·Unknown - Unknown

MTBA (SIMPLIFY EXCHANGE TRADED FUN) is held by 48 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($110.4M), MML INVESTORS SERVICES, LLC ($95.1M), WELLS FARGO & COMPANY/MN ($79.9M). Net institutional sentiment: Mixed.

48

Holders

(7 Elite)

$397.3M

Total Value

43% (49)

Consensus

21 buying - 28 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)73

Insider (Form 4)31

Activist (13D/13G)30

Congressional (STOCK Act)68

Holder Quality

19

★★★★★

Elite

75

★★★★

Strong

27

★★★

Solid

65

★★

Below

12

★

Weak

Held by 48 funds

7 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for MTBA.

Top Holders

Top Holders (48)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	2.3M(-9.1%)	$110.4M	0.0%	+5.85%	0
MML INVESTORS SERVICES, LLC	Increased	1.9M(+18.8%)	$95.1M	0.2%	+5.54%	42
WELLS FARGO & COMPANY/MN	Decreased	1.6M(-2.6%)	$79.9M	0.0%	+6.69%	0
LPL Financial LLC	Decreased	544,297(-6.6%)	$26.7M	0.0%	+2.74%	0
ROYAL BANK OF CANADA	Decreased	248,445(-14.8%)	$12.2M	0.0%	+4.12%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	199,270(-12.5%)	$9.8M	0.0%	+6.77%	0
Sanctuary Advisors, LLC	Increased	194,820(+21.8%)	$9.6M	0.0%	+2.56%	33
JPMORGAN CHASE & CO	Increased	179,024(+22.8%)	$8.8M	0.0%	+2.53%	33
Tidal Investments LLC	Increased	173,768(+54.1%)	$8.5M	0.0%	-0.39%	39
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	152,032(-13.6%)	$7.4M	0.0%	+3.72%	0
Calamos Advisors LLC	Decreased	104,178(-12.5%)	$5.1M	0.0%	+2.54%	0
FIRST MANHATTAN CO. LLC.	Unchanged	50,000	$2.5M	0.0%	+9.58%	0
TRUIST FINANCIAL CORP	Decreased	40,291(-53.1%)	$2M	0.0%	+4.00%	0
GOLDMAN SACHS GROUP INC	New	30,781	$1.5M	0.0%	-0.53%	35
HighTower Advisors, LLC	Decreased	26,310(-4.9%)	$1.3M	0.0%	+4.82%	0
OSAIC HOLDINGS, INC.	Increased	24,399(+3.3%)	$1.2M	0.0%	+3.98%	26
OPOrion Porfolio Solutions, LLC	Decreased	23,982(-59.1%)	$1.2M	0.0%	+4.85%	0
Rockefeller Capital Management L.P.	Decreased	23,451(-16.5%)	$1.2M	0.0%	+0.12%	0
MORGAN STANLEY	Increased	23,046(+1.2%)	$1.1M	0.0%	+2.50%	25
BENJAMIN EDWARDS INC	Decreased	22,547(-61.9%)	$1.1M	0.0%	+4.85%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer